WAM

Wolverine Asset Management Portfolio holdings

AUM $6.85B
1-Year Est. Return 2.82%
This Quarter Est. Return
1 Year Est. Return
+2.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.59B
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,631
New
Increased
Reduced
Closed

Top Buys

1
+$46.9M
2
+$36.2M
3
+$27.7M
4
AMD icon
Advanced Micro Devices
AMD
+$19.4M
5
DLTR icon
Dollar Tree
DLTR
+$14.1M

Top Sells

1
+$49.5M
2
+$27.5M
3
+$15.7M
4
USAR
USA Rare Earth Inc
USAR
+$10.5M
5
SVII
Spring Valley Acquisition Corp II
SVII
+$8.21M

Sector Composition

1 Financials 5.91%
2 Technology 3.32%
3 Industrials 2.12%
4 Consumer Discretionary 2.09%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$22.5K ﹤0.01%
291,921
777
$22K ﹤0.01%
1,440
+1,161
778
$21.3K ﹤0.01%
+12,592
779
$20.8K ﹤0.01%
+1,988
780
$20.8K ﹤0.01%
98,842
+12,729
781
$20.4K ﹤0.01%
155,947
+93,779
782
$20K ﹤0.01%
20,000
783
$19.6K ﹤0.01%
36,740
-51,502
784
$19.5K ﹤0.01%
121,637
-2,575
785
$19.4K ﹤0.01%
117,431
-411
786
$19.2K ﹤0.01%
+508
787
$19.2K ﹤0.01%
5,256
788
$19.1K ﹤0.01%
401,544
789
$18.8K ﹤0.01%
46,158
-60,945
790
$18.7K ﹤0.01%
+1,133
791
$18.5K ﹤0.01%
+329,845
792
$17.9K ﹤0.01%
+6,096
793
$17.6K ﹤0.01%
136,602
+141
794
$17.6K ﹤0.01%
175,537
-39,068
795
$17.4K ﹤0.01%
+1,724
796
$17.4K ﹤0.01%
166,616
-127,589
797
$17.2K ﹤0.01%
+861
798
$17K ﹤0.01%
100
799
$16.3K ﹤0.01%
67,734
-127,400
800
$16.3K ﹤0.01%
64,617
+17,852
30 31
32
33 34